What Chassi does

Chassi is a private US SaaS company (legally SaaS Industries, Inc.) that provides an AI-powered process intelligence platform purpose-built for private equity-backed companies. Headquartered in Scottsdale, Arizona with offices in Phoenix and New York, the company employs 11–50 people and has been operating since around 2016–2018. Its platform connects to ERP and CRM systems via read-only integrations, models the Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes end-to-end, and reconciles booked, billed, and paid data into a single operating view. The offering is organized into five products under three strategic pillars aligned to PE value creation: Growth & Retention (Pipeline Velocity, Customer Analytics), EBITDA Maximization (Revenue Leakage, Working Capital), and Board-Level Alignment (Automated Snowball). Infrastructure runs on AWS (US-East-1, ISO 27001-certified data centers), with SOC 2 Type II, ISO/IEC 27001:2022, GDPR, CCPA, and EU-US Data Privacy Framework compliance in place.

The company's go-to-market is enterprise field sales with quote-based pricing and annual subscription contracts. Sales targets CFOs, CROs/COOs, and Operating Partners at PE-backed portfolio companies, supported by a consulting partner ecosystem that delivers targeted assessments before converting into ongoing subscriptions. Time-to-value is positioned at 4–8 hours of client lift with findings delivered in days. Named reference customers include Trackforce, K1 Investment Management, and TPG, and disclosed client outcomes include $21M in revenue leakage identified, 19% in churn prevented, and $7.4M in free cash flow surfaced across partner engagements.

Chassi has raised a single disclosed $2.5M seed round in 2018 from Revolution's Rise of the Rest Seed Fund, and operates independently with no disclosed institutional, PE, or parent-company backing. Leadership is founder-anchored (Founder & Executive Chairman Brad Jannenga, CEO Andrew Zwerner, President & CFO Justin Dooley, CTO & Product Founder Aaron Harrison) and the team has been expanded across GTM, engineering, design, and operations to support an enterprise sale motion and a New York-based forward-deployed delivery model.

Name

Chassi

Legal name

SaaS Industries, Inc.

Website

https://chassi.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

11–50 employees

Short description

Chassi provides an AI-powered process intelligence platform for private equity-backed companies, reconciling ERP and CRM data to deliver O2C and P2P visibility across growth, EBITDA, and board reporting functions.

Ownership category

akta.pro rank

Product category

Operating Intelligence Software for Private Equity

NAICS

Computer Systems Design Services (541512)

SIC

Services-Prepackaged Software (7372)

akta.pro primary industry

Order-to-Cash (O2C) Operations (Order Admin, Credit, Invoicing, Collections Handoff) (BPAAAGAK)

akta.pro secondary industry

Accounts Payable (Invoice Processing, 2/3-Way Match, Vendor Payments) (BPAAAGAA)

Keywords

• Operating intelligence platform
• ERP data reconciliation
• PE portfolio analytics
• ARR reconciliation software
• Revenue leakage detection

Headquarters

HQ city

Phoenix

HQ country

United States

HQ region

North America

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure

Revenue model

1. Subscription SaaS: Operating intelligence platform delivered as subscription service with targeted assessments and ongoing subscriptions. Delivered in days and kept current through the hold period for PE-backed companies.
2. Consulting Partner Assessments: Partners can begin with targeted assessments before subscribing to the ongoing reporting layer for continuous visibility.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Chassi is an AI-powered operating intelligence SaaS platform that connects to PE-backed companies' CRM and ERP systems via read-only integrations and models Order-to-Cash (O2C) and Procure-to-Pay (P2P) processes end-to-end. It reconciles booked, billed, and paid data into a single defensible operating view and delivers five integrated solutions—Pipeline Velocity, Customer Analytics, Revenue Leakage, Working Capital, and Automated Snowball—organized under Growth & Retention, EBITDA Maximization, and Board-Level Alignment. The platform is sold as annual subscriptions, beginning with targeted assessments and kept current through the PE hold period.

Product overview

Chassi is a unified operating intelligence platform for PE-backed companies, comprising five integrated solutions organized under three strategic pillars: Growth & Retention (Pipeline Velocity, Customer Analytics), EBITDA Maximization (Revenue Leakage, Working Capital), and Board-Level Alignment (Automated Snowball). The platform connects to customer systems of record (CRM, ERP) via read-only integrations to reconcile and analyze data across the entire customer journey—from booked to billed to paid—in a single operating layer delivered in days.

Differentiator

Problem solved

Functional benefit

Products and services

• Pipeline Velocity Provides continuous visibility into funnel movement and conversion for PE-backed companies, with stage-to-stage conversion rates segmented by business unit, industry, and sales rep so funnel gaps surface before they hit the forecast.
• Customer Analytics Predicts churn using full-journey signals across CRM, ERP, and product usage; aligns ICP to segments that stay and grow; delivers a ranked account list by risk and expansion fit to Sales teams.
• Revenue Leakage Reconciles contracts, invoices, and receipts to find underbilling, missed uplifts, and process errors, delivering a quantified gap and a remediation plan to recover lost revenue.
• Working Capital Maps every step in Order-to-Cash and Procure-to-Pay to identify where cash gets stuck, sizes the impact with a DSO Simulator, and ranks findings by cash value to unlock working capital.
• Automated Snowball Automated ARR reconciliation at the customer level, segmentable by product, cohort, or business unit, providing board-ready reporting that is current without manual preparation.

Quantifiable outcome

• Revenue leakage identified: $21M for partner engagements
• +3 more outcomes

Named customers3 records

Segments4 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

AI capability2 records

Feature7 records

Partnerships

One partnership is on record.

• Consulting PartnerscoreImplementation/ SI/ Consulting PartnerConsulting partners use Chassi to run finance-grade assessments and deliver quantified findings to PE portfolio companies. Partners diagnose faster, prove value, and grow scope by using Chassi's objective assessment results. Engagements connect read-only to CRM/ERP, assess Lead-to-Cash and Procure-to-Pay, and deliver prioritized work plans.

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• Drivetrain: FP&A and operational planning platform explicitly targeting PE-backed companies, with similar O2C, ARR reconciliation, and board reporting capabilities. Closest direct comparable in both product surface and ICP.
• Mosaic Tech: Strategic finance platform for PE-backed and high-growth companies that connects to ERP/CRM, automates ARR/headcount reporting, and supports board-level analytics. Direct overlap on ARR reconciliation and PE customer base.
• Cube Software: FP&A platform that integrates with ERP/CRM to deliver financial planning, reporting, and analysis. Overlaps with Chassi on process intelligence, ARR reconciliation, and CFO-targeted workflows.
• Abacum: Modern FP&A platform for growth-stage and PE-backed companies; focuses on connecting operational data to financial outcomes. Competes in the same CFO/Operating Partner buying center.
• Pigment: Business planning and forecasting platform with ERP integrations and scenario modeling. Increasingly targeting mid-market and PE-backed CFOs as a modern alternative to legacy FP&A stacks.

Emerging players

• Clari: Revenue operations platform that ingests CRM/ERP signals to forecast pipeline, detect churn risk, and reconcile bookings. Overlaps with Chassi's Pipeline Velocity and Customer Analytics modules.
• Gong: Revenue intelligence platform analyzing CRM data for pipeline and churn signals. Adjacent in serving CRO/CFO stakeholders but focused on sales conversation data rather than O2C/P2P reconciliation.
• Maxio (formerly SaaSOptics + Chargify): Subscription billing and SaaS financial operations platform that automates ARR, revenue recognition, and customer analytics. Directly overlaps with Chassi's Automated Snowball and revenue leakage capabilities.

Broad incumbents

• Tidemark (Workday Adaptive Planning): Incumbent cloud FP&A and planning platform owned by Workday. Competes broadly with Chassi's board reporting and scenario capabilities as part of a much wider portfolio.
• Anaplan: Enterprise planning platform serving FP&A, sales, and workforce planning use cases. Overlaps with Chassi's analytical capabilities but as a much broader, general-purpose solution.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat6 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/chassi
• Xx.com/gochassi

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds1 record

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Chassi